LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$860K 0.15%
6,793
+291
177
$858K 0.15%
8,141
-2
178
$848K 0.14%
35,175
+1,980
179
$843K 0.14%
9,842
+560
180
$841K 0.14%
7,997
+2,595
181
$837K 0.14%
10,639
+1,683
182
$832K 0.14%
105,864
+2,578
183
$825K 0.14%
14,898
+1,812
184
$824K 0.14%
3,035
-548
185
$815K 0.14%
14,367
+479
186
$813K 0.14%
6,871
+60
187
$793K 0.13%
36,182
+1,167
188
$790K 0.13%
12,625
+221
189
$789K 0.13%
45,326
+3,411
190
$789K 0.13%
8,513
+358
191
$786K 0.13%
3,061
-46
192
$783K 0.13%
18,505
-303
193
$778K 0.13%
15,891
+277
194
$777K 0.13%
128,697
+8,171
195
$776K 0.13%
1,580
+320
196
$773K 0.13%
9,324
-154
197
$771K 0.13%
3,891
+8
198
$769K 0.13%
8,489
+458
199
$768K 0.13%
22,805
+551
200
$766K 0.13%
12,277
+495
6 7
8
9 10